Terry53029
Level 14
Level 14

In Pro, on the 1099R worksheet (about 1/3 way down) check box 2020 coronavirus-related distribution. That will automatically spread the distribution over 3 years. It will also generate the 8915E, and if you don't want to spread over three years check box A. This is in Pro, but I would think Basic would be same. 

View solution in original post